What Are 3 Great Tech Stocks to Buy Right Now?

By Geoffrey Seiler – Jan 9, 2026 at 9:45AM ESTKey PointsMicron is set to be a huge beneficiary from a shortage in memory.Broadcom has a colossal opportunity with custom AI chips. TSMC is well-positioned to benefit from the AI infrastructure buildout. These 10 Stocks Could Mint the Next Wave of Millionaires ›NASDAQ: MUMicron TechnologyMarket Cap$368BToday's Changeangle-down(3.81%) $12.46Current Price$339.48Price as of January 9, 2026 at 10:13 AM ETTech stocks look poised to lead the market again in 2026.Technology stocks have led the market higher for much of the past decade, and that momentum should continue. Let's look at three great tech stocks to consider buying right now. Micron One of the biggest bottlenecks in artificial intelligence (AI) infrastructure right now is memory. Graphics processing units (GPUs) and other AI chips need high-bandwidth memory (HBM), so companies have been diverting their production away from DRAM (dynamic random access memory) to HBM. Meanwhile, both the DRAM and NAND (flash memory) memory markets face substantial supply constraints. DRAM is very fast and used for short-term memory, while NAND is slower and used for long-term storage. DRAM is in short supply due to resources being diverted to HBM. NAND is in short supply because companies significantly slashed production a couple of years ago after a price crash, and they have been slow to increase production with better opportunities elsewhere. Micron Technology (MU +3.81%) is in a unique position because it participates in both these markets and is in the midst of what looks like a supercycle. ExpandNASDAQ: MUMicron TechnologyToday's Change(3.81%) $12.46Current Price$339.48Key Data PointsMarket Cap$368BDay's Range$326.25 - $339.4852wk Range$61.54 - $346.30Volume358KAvg Vol27MGross Margin45.56%Dividend Yield0.14% Micron is an HBM leader, and its entire supply of HBM3 is already sold out for this year. At the same time, HBM needs three to four times the wafer capacity of regular DRAM, which is lowering global supply and driving up prices. Meanwhile, the company has shifted its NAND focus more toward high-end drives to serve AI workloads. With NAND supply tight, prices are also through the roof. Pricing should be the biggest driver for Micron, which will lead to higher gross margins and more operating cash flow. However, the company is also working to increase capacity and has increased its capital expenditure (capex) budget to try to keep up with soaring HBM demand.Advertisement Broadcom Broadcom (AVGO +2.02%) has one of the strongest growth outlooks of any mega-cap tech stock. The company's networking portfolio is showing strong growth, but its biggest growth driver is in helping customers develop custom AI chips. ExpandNASDAQ: AVGOBroadcomToday's Change(2.02%) $6.73Current Price$339.21Key Data PointsMarket Cap$1.6TDay's Range$333.62 - $339.3952wk Range$138.10 - $414.61Volume227KAvg Vol29MGross Margin64.71%Dividend Yield0.73% Broadcom is a leader in ASIC technology, and it helped Alphabet design its highly regarded Tensor Processing Units (TPUs). It continues to benefit from the success of TPUs, and Anthropic recently placed a $21 billion TPU order to be delivered this year. Meanwhile, other hyperscalers (owners of large data centers) have sought Broadcom's services to help them design their own custom AI chips. Analysts at Citigroup have recently estimated that Broadcom's AI revenue could surge from around $20 billion to $100 billion by fiscal 2027 on the back of its AI chip offers. That's a huge prediction, given that Broadcom generated less than $64 billion in revenue this past fiscal year. However, that estimate has the potential to be low. It doesn't include much Anthropic revenue in fiscal 2027, or a contribution from Apple, which is widely believed to be working with Broadcom to develop its own custom AI chips. Image source: Getty Images.

Taiwan Semiconductor One of Broadcom's biggest edges in the ASICs market is its close relationship with Taiwan Semiconductor Manufacturing (TSM +0.73%), giving it access to manufacturing capacity and the foundry's advanced packaging technologies. Few companies are as vital in the AI data center boom as TSMC, as it is the only foundry that has shown it can produce advanced logic chips at scale with few defects. Whether Nvidia continues to dominate the AI infrastructure market with its GPUs or AI ASICs begin to take a material share, TSMC wins regardless as long as chip demand continues to increase. The chip manufacturer works closely with all the top chip designers in the space, and sees AI chip demand growing at a mid-40% compound annual growth rate (CAGR) over the next few years. ExpandNYSE: TSMTaiwan Semiconductor ManufacturingToday's Change(0.73%) $2.32Current Price$320.33Key Data PointsMarket Cap$1.6TDay's Range$318.34 - $321.3052wk Range$134.25 - $333.08Volume164KAvg Vol13MGross Margin57.75%Dividend Yield0.97% As Intel and Samsung Electronics have struggled with yields (a low defect rate) for chips at smaller node sizes (higher-density chips that are more powerful and energy-efficient), TSMC has become a virtual monopoly in manufacturing advanced logic chips. (Notably, Samsung has turned more attention to HBM recently.) As such, TSMC is both aggressively expanding capacity to meet customer needs, and raising prices.Read NextJan 8, 2026 •By Jeremy Bowman11 S&P 500 Stocks Doubled in 2025. This Is the Best Bet To Do It Again This YearJan 8, 2026 •By Harsh ChauhanMicron Technology Has Started 2026 With a Bang.

The Stock Could Still Triple This YearJan 6, 2026 •By Chris NeigerGot $5,000? 3 Tech Stocks to Buy and Hold for the Long TermJan 6, 2026 •By Emma NewberyStock Market Today, Jan. 6: Micron Technology Surges on AI Memory DemandJan 6, 2026 •By Manali Pradhan, CFA2 Undervalued AI Companies to Buy in 2026 and Hold for DecadesJan 6, 2026 •By Timothy Green2 AI Stocks Riding a Server Boom That's Accelerating Faster Than Anyone ExpectedAbout the AuthorGeoffrey Seiler is a contributing Motley Fool stock market analyst covering technology, consumer goods, healthcare, energy, and materials stocks. Prior to The Motley Fool, Geoffrey was a senior equity analyst at Raging Capital Management, a $600 million long-short hedge fund. He holds a bachelor’s degree in history from Haverford College.TMFFindProfitStocks MentionedMicron TechnologyNASDAQ: MU$339.48 (+0.04%) $+12.46BroadcomNASDAQ: AVGO$339.21 (+0.02%) $+6.73Taiwan Semiconductor ManufacturingNYSE: TSM$320.62 (+0.01%) $+2.61*Average returns of all recommendations since inception. Cost basis and return based on previous market day close.Advertisement